Web Site Design by Sasha Castro and Mark Palazzo

Call us 1.509.735.0484        Email us:

Client Portal


CEO Report: First Quarter

April 16th, 2018

By Jeff Petersen, CEO | Sr. Wealth Advisor

Over the next several years, when we look back on the first quarter of 2018, I believe it will be remembered as one of the most significant periods in the history of Petersen Hastings. Why?  We executed a formal succession plan to provide ownership continuity at Petersen Hastings for at least the next 10-20... Continue reading →

Market Commentary: First Quarter

April 16th, 2018

The first quarter of 2018 is a tale of two periods, the first three weeks of January, and the remaining 60 days.  At the beginning of the year, the positive momentum from last year continued with stable, solid global stock market gains.  At the end of January, the largest U.S. stocks represented by the... Continue reading →

Special CEO Report

February 7th, 2018

By Jeff Petersen, CEO | Sr. Wealth Advisor

Following yesterday’s record drop on Wall Street, the S&P 500’s price return for the past 12 months was “only” 15.5% (per today’s Wall Street Journal). If we ignored the magnitude of an over 1,000 point drop to the Dow Jones Industrial Average this week, we would be pleased with a return that is... Continue reading →

The DOW Drops 1,000 Points... Should I Worry?

February 6th, 2018

By Scott Sarber, President | Sr. Wealth Advisor

Well…that’s a first!  I have been in the financial industry since 1993, and I’ve never seen the DOW Jones Industrial Average (DJII) drop over 1,000 points before.  Yesterday, it dropped over 1,175 points or about 4.6%. Although it was the largest point drop ever, it was certainly not the largest percentage decline... Continue reading →

Tax Reform Signed Into Law

January 12th, 2018

By Donna Yakawich, Wealth Advisor

The newly signed legislation known as The Tax Cuts and Jobs Act of 2017 has made widespread changes to the Internal Revenue Code. The tax reform measure is extremely complex, and the full effects of many provisions are still unclear. Most of the provisions have become effective Jan 1, 2018, of which... Continue reading →

Family Business Tool for Generational Success

January 9th, 2018

By Jeff Petersen, CEO

“I think you’re onto something super important!” This quote is from Mitzi Perdue, advisor to family businesses, and author of “How To Make Your Family Business Last”, prior to the recent interview of Matthew and Jeffrey Petersen about the PGS Generational Assessment®... Continue reading →

        financial insights Archives


2017 Year


2016 Year


2015 Year


2014 Year


2013 Year